Beer & Money

By Ryan Burklo & Alex Collins

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Category: Investing

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Episodes: 250

Description

Welcome to Beer and Money, a financial fireside chat for business professionals. We work to simplify your finances so that you can enjoy your life. Your hosts, Ryan Burklo and Alex Collins are financial advisors based out of Seattle, Washington. This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal or accounting professional regarding your individual situation. Securities products and advisory services offered through Park Avenues Securities LLC (PAS), member FINRA, SIPC. OSJ 333 N. Indian Hill Blvd, Claremont, CA, 909-399-1100. PAS is a wholly-owned subsidiary of Guardian. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian. Ryan Burklo, AR Insurance License # 15319412, CA Insurance License # 0K24924, Alexander Collins AR Insurance License # 7264699, CA Insurance License # 0H24806. #2022-133647 Exp 02/2024 Visit our website www.QuantifiedFinancial.com

Episode Date
Episode 247 - The Importance Of Expanding Financial Knowledge Beyond Personal Experiences
Apr 29, 2024
Episode 246 - 5 Wealth Objectives That Everyone Wants
Apr 22, 2024
Episode 245 - The Single Biggest Factor To Financial Success
Apr 15, 2024
Episode 244 - Which Asset Class Is The Best?
Apr 08, 2024
Episode 243 - What Are Alternative Investments And Should I Own Them?
Apr 01, 2024
Episode 242 - 4 Factors That Have The Greatest Impact On Financial Success
Mar 25, 2024
Episode 241 - Interview With Estate Planning Attorney Katie Ludwick
Mar 18, 2024
Episode 240 - What 3 Metrics You Should Use To Inspect How Financially Healthy You Are
Mar 11, 2024
Episode 239 - The Best Way To Be Your Best
Mar 04, 2024
Episode 238 - What Is A Good Tool To Track Your Finances?
Feb 26, 2024
Episode 237 - Do You Have Fixed Rate Handcuffs?
Feb 20, 2024
Episode 236 - Why You Don't Plan For Your Finances
Feb 12, 2024
Episode 235 - A Formula For Your Vision That You Have Not Heard
Feb 05, 2024
Episode 235 - Cash Flow Concepts
Jan 29, 2024
Episode 234 - Morning Walks Can Fix Your Finances
Jan 22, 2024
Episode 233 - Another Tax Efficient Distribution Method
Jan 16, 2024
Episode 232 - Tax Efficient Distribution
Jan 08, 2024
Episode 231 - How Much True Liquidity Do You Have?
Jan 02, 2024
Episode 230 - What Is Your Investment Philosophy?
Dec 27, 2023
Episode 229 - 5 Ways To Build Wealth And Maximize Life
Dec 18, 2023
Episode 228 - 3 Takeaways From Morgan Housel's New Book "Same As Ever"
Dec 11, 2023
Episode 227 - What Would We Tell Our Moms To Ask If They Were Interviewing Financial Advisors
Dec 04, 2023
Episode 226 - What Your Competing Priorities Are Costing You?
Nov 27, 2023
Episode 225 - Given The State Of The World, How To Prepare Your Finances
Nov 20, 2023
Episode 224 - 3 Concerns To Address Now So You Are Ready For Retirement
Nov 13, 2023
Episode 223 - 3 Lessons On Money And Marriage
Nov 06, 2023
Episode 222 - 3 Tax Steps You Should Consider Making In The Fourth Quarter
Oct 30, 2023
Episode 221 - 3 Things To Discuss With Your Parents About Finances
Oct 23, 2023
Episode 220 - How To Use The Four Basic Building Blocks Of Retirement
Oct 16, 2023
Episode 219 - 5 Quotes From The Book The Psychology of Money That Struck Me
Oct 09, 2023
Episode 218 - 5 Lessons From Live to 100: Secrets of the Blue Zones
Oct 02, 2023
Episode 217 - Does A 20-Year-Old Need Estate Planning Documents?
Sep 25, 2023
Episode 216 - 5 Key Methods To Prepare for Retirement
Sep 18, 2023
Episode 215 - A Comparison Between Whole Life Insurance And Bonds
Sep 11, 2023
Episode 214 - What Is Whole Life And Term Life Insurance?
Sep 05, 2023
Episode 213 - What Are The Different Types Of Life Insurance?
Aug 28, 2023
Episode 212 - Whether Or Not You Should Pay Cash Or Get A Loan To Pay For A Car
Aug 21, 2023
Episode 211 - How To Be Financially Savvy For Your Family Without Compromising Parenthood
Aug 14, 2023
Episode 210 - What Is An Under Utilized Account That You Need To Have?
Aug 07, 2023
Episode 209 - Are The Retirement Preparedness Articles Correct?
Jul 31, 2023
Episode 208 - How Is Your Entire Balance Sheet Allocated?
Jul 25, 2023
Episode 207 - Alex Interviews Nick Domino
Jul 17, 2023
Episode 206 - 6 Statements I Think Are True About Money
Jul 10, 2023
Episode 205 - Are You Getting Good Advice Or Advice That Sounds Good?
Jul 03, 2023
Episode 204 - Are You Present With Your Family?
Jun 26, 2023
Episode 203 - Is It Different This Time With The Stock Market?
Jun 20, 2023
Episode 202 - How Are You Listening?
Jun 12, 2023
Episode 201 - What Is Your System To Pay Yourself First?
Jun 05, 2023
Episode 200 - What Steps To Take To Curb The Debt Ceiling Uncertainty
May 29, 2023
Episode 199 - Top 3 Lessons To Teach Your Children About Money
May 22, 2023
Episode 198 - Personal Lines of Insurance In A Gig Economy
May 15, 2023
Episode 197 - How Much Lifestyle Creep Is Actually OK?
May 08, 2023
Episode 196 - How Much Room For Error Do You Have In Your Financial Plan?
May 01, 2023
Episode 195 - How To Start A Roth IRA For Your Child
Apr 24, 2023
Episode 194 - How Does Inflation Affect You?
Apr 17, 2023
Episode 193 - 5 Lessons From The Psychology of Money
Apr 10, 2023
Episode 192 - Steps 9 And 10 Of Your Personal Financial Plan
Apr 03, 2023
Episode 191 - Steps 7 And 8 Of Your Personal Financial Plan
Mar 27, 2023
Episode 190 - Steps 5 and 6 Of Your Own Financial Plan
Mar 20, 2023
Episode 189 - Step 4 Of Your Personal Financial Plan
Mar 13, 2023
Episode 188 - Your Own Financial Plan Steps 2 And 3
Mar 06, 2023
Episode 187 - 10 Steps To Your Own Financial Plan
Feb 27, 2023
Episode 186 - Do You Have A Wealth Building Account?
Feb 21, 2023
Episode 185 - Spreadsheet Math VS Real Life Math
Feb 13, 2023
Episode 184 - Are Traditional Retirement Plans All There Is In Retirement?
Feb 06, 2023
Episode 183 - 3 Examples of How Personal Experiences with Money May Not Reflect The Real World
Jan 30, 2023
Episode 182 - 3 Changes For Your Finances To Consider Under the New Secure 2.0 Act
Jan 23, 2023
Episode 181 - 7 Financial Steps To Take For The New Year
Jan 16, 2023
Episode 180 - Top 3 Wants Retirees Wish They Had Before Retiring
Jan 09, 2023
Episode 179 - The Top 3 Benefits of a Taxable Brokerage Account
Jan 03, 2023
Episode 178 - What is Psychological Distancing?
Dec 26, 2022
Episode 177 - 5 Money Takeaways from the Movie Rocky
Dec 19, 2022
Episode 175 - 3 Money Lessons from the Movie Dumb and Dumber
Dec 05, 2022
Episode 174 - 3 Financial Concepts We Are Thankful For
Nov 28, 2022
Episode 173 - 2023 Retirement Plan Contribution Limits and What to Consider
Nov 15, 2022
Episode 172 - 3 Ways to Get on the Same Page with Your Spouse
Nov 14, 2022
Episode 171 - Tactics without a Strategy. How to Determine if You are Using Strategy in Your Finances
Nov 07, 2022
Episode 170 - Are You Working with an Investment Manager or a Financial Planner?
Oct 31, 2022
Episode 169 - 4 Kinds of Luck for Building Wealth
Oct 24, 2022
Episode 168 - Cashflow Can Make You Feel Wealthier Than You Actually Are
Oct 18, 2022
Episode 167 - What is Going on with Interest Rates?
Oct 10, 2022
Episode 166 - 4 Financial Topics Wealthy People Understand and Use
Oct 03, 2022
Episode 165 - What is Unrealized vs Realized Loss?
Sep 26, 2022
Episode 164 - How do Good Financial Habits Help Unlock other Personal Development for You and Your Kids?
Sep 19, 2022
Episode 163 - So You Got Your Quarterly Statement, Now What?
Sep 12, 2022
Episode 162 - We are Happier During the Process of Becoming
Sep 05, 2022
Episode 161 - What Do Hiking and Financial Planning Have in Common?
Aug 29, 2022
Episode 160 - What Type of Assets do You Have?
Aug 22, 2022
Episode 159 - What's Your Financial Approach during These Times?
Aug 15, 2022
Episode 158 - Top 3 Ways to Recession-Proof Your Retirement
Aug 08, 2022
Episode 157 - Are You Allocating Just Your Accounts or Your Entire Balance Sheet?
Aug 01, 2022
Episode 156 - Top 5 Questions to Ask When Hiring a Financial Advisor
Jul 24, 2022
Episode 155 - 7 Steps to Set up Your Family for Financial Success
Jul 17, 2022
Episode 154 - 3 Examples of Mixing what is True and what You want to be True When it Comes to Your Finances
Jul 10, 2022
Episode 153 - 3 Areas to Focus on in Your Finances that Produce Biggest Change
Jul 03, 2022
Episode 152 - How Money and Finances Have Changed
Jun 27, 2022
Episode 151 - Why Room for Error is the Most Important Factor of Long Term Success
Jun 20, 2022
Episode 150 - What is Leverage and How Can You use it?
Jun 13, 2022
Episode 149 - Why do We Discuss Retirement Planning with 20 and 30 year olds?
Jun 05, 2022
Episode 148 - Market Volatility and What You Should Do
May 29, 2022
Episode 147 - 4 Areas of Your Finances that are More Important than Rate of Return
May 23, 2022
Episode 146 - How to Financially Prepare for Aging Parents
May 15, 2022
Episode 145 - 3 Elements of Financial Sucess
May 08, 2022
Episode 144 - What is the difference between a tax preparer and a financial planner?
May 02, 2022
Episode 143 - How to make your financial decision by context rather than default
Apr 24, 2022
Episode 142 - 3 Signs is it Time to Hire a Financial Advisor
Apr 18, 2022
Episode 141 - What is the Difference between Marginal and Effective Tax Brackets?
Apr 10, 2022
Episode 140 - Giving Your Kids an Education in Money with Amanda Grossman
Apr 03, 2022
Episode 139 - What is the Value of an Advisor?
Mar 27, 2022
Episode 138 - 4 Concepts to Teach Kids Age 8-11 about Money
Mar 20, 2022
Episode 137 - 3 Fees You Could be Paying in Your Portfolio
Mar 13, 2022
Episode 136 - Common Misperceptions about Personal Insurance
Mar 06, 2022
Episode 135 - 4 Concepts to Teach Kids Age 4-7 about Money
Feb 27, 2022
Episode 134 - Estate Planning with Attorney Jenny Ling
Feb 20, 2022
Episode 133 - What to do with Your Bonus or RSU?
Feb 13, 2022
Episode 132- The Market is Down, What Should You Do?
Feb 06, 2022
Episode 131 - What is going on in the Stock Market?
Jan 28, 2022
Episode 130 - Interest Rate Jumbo Mortgage Loans and Real Estate Investing
Jan 23, 2022
Episode 129 - 3 Mistakes Retirees Make and Why You Should Care Now
Jan 16, 2022
Episode 128 - How to Get what Everyone Wants out of Their Financial Life
Jan 09, 2022
Episode 127 - Why We Started this Podcast and Why You Should Listen
Jan 02, 2022
Episode 126 - What is the 4% Rule?
Dec 26, 2021
Episode 125 - What is a Back Door Roth?
Dec 19, 2021
Episode 124 - Why you should care about liquidity in retirement, now
Dec 13, 2021
Episode 123 - Is the Market Overvalued?
Dec 05, 2021
Episode 122 - How to become Financially Confident
Nov 28, 2021
Episode 121 - Producer vs Consumer
Nov 21, 2021
Episode 120 - 3 Ways to Figure out Your Investment Philosophy
Nov 14, 2021
Episode 18 - Joe McGrath Interview about Student Loans
Nov 07, 2021
Episode 119 - Do You Know What is in Your Portfolio?
Oct 31, 2021
Episode 118 - What is Whole Life Insurance?
Oct 24, 2021
Episode 117 - Top 3 Financial Concepts to Learn
Oct 17, 2021
Episode 116 - How Much Liquidity do You Really Need?
Oct 10, 2021
Episode 115 - 3 Steps to Free Yourself from Budgeting
Oct 03, 2021
Episode 114 - Your Financial Mindset will Make or Break You
Sep 26, 2021
Episode 113 - 4 Steps to Truly do a Financial Comparison
Sep 19, 2021
Episode 50 - What's Your Financial Blueprint?
Sep 12, 2021
Episode 112 - Will You Really be in a Lower Tax Bracket When You Retire?
Sep 05, 2021
Episode 111 - What Type of Planning Are You Doing?
Aug 29, 2021
Episode 110 - What does it Take to Reach Your Target Wealth?
Aug 22, 2021
Episode 109 - How Much Life Insurance do You Need?
Aug 15, 2021
Episode 108 - What 3 Financial Mistakes Have you Not Heard of?
Aug 08, 2021
Episode 107 - Why You Don't Really Hate Money
Aug 01, 2021
Episode 106 - How to Create a Wealth Building Account
Jul 25, 2021
Episode 105 - Stop One Day'ing Yourself
Jul 18, 2021
Episode 104 - 3 Financial Things I Wish I Knew Earlier in My Career
Jul 11, 2021
Episode 103 - Top 3 Concerns working with a financial advisor
Jul 05, 2021
Episode 102 - Your upbringing and experience determine your view of money
Jun 27, 2021
Episode 101 - 3 Ways to Achieve Wealth
Jun 20, 2021
Episode 100 - How is Social Security Taxed?
Jun 13, 2021
Episode 99 - 3 Strategies to Minimize Taxes in Retirement
Jun 06, 2021
Episode 98 - Don't Put All Your Money in a 401K
May 30, 2021
Episode 97 - What is a Back Door Roth?
May 23, 2021
Episode 96 - Capital Gains Taxes, 3 Moves to Make
May 16, 2021
Episode 95 - Sacrifice vs Investment
May 09, 2021
Episode 94 - 3 Places to Put Your Stimulus Payment or Tax Return
May 02, 2021
Episode 93 - 3 Ideas on How to Talk to Your Spouse about Money
Apr 25, 2021
Episode 92 - Interview with Dr. Wade Pfau Part 2
Apr 18, 2021
Episode 92 - Interview with Dr. Wade Pfau Part 2
Apr 18, 2021
Episode 91 - Interview with Dr. Wade Pfau
Apr 11, 2021
Episode 90 - Do You Look at Your Money Backwards?
Apr 05, 2021
Episode 89 - How Much Life Insurance do You Need?
Mar 28, 2021
Episode 88 - Washington State's Long Term Care Payroll Tax
Mar 21, 2021
Episode 87 - Coming Down the Mountain of Retirement Financing
Mar 14, 2021
Episode 86 - How is Your Money Taxed?
Mar 07, 2021
Episode 85 - 5 Key Differences between Your Working Years and Retirement
Feb 28, 2021
Episode 84 - 3 Things to Consider when deciding where to Put Your Money
Feb 21, 2021
Episode 83 - Did you withdraw from your 401K in 2020?
Feb 14, 2021
Episode 82 - Are you Working for your Money or is your Money working for you?
Feb 07, 2021
Episode 81 - What is going on with Game Stop?
Jan 29, 2021
Episode 80 - What are Your Financial Engines?
Jan 24, 2021
Episode 79 - What Should I Do with the Extra Money I Have?
Jan 17, 2021
Episode 78 - What Generational Experience Do You Have with Money?
Jan 10, 2021
Episode 77 - 3 Steps to Creating a Simple Financial Plan for 2021
Jan 03, 2021
Episode 76 - What is the difference between the insurance world and the investment world?
Dec 27, 2020
Episode 75 - What is your moment of wealth?
Dec 20, 2020
Episode 74 - How to add automation to your savings habits
Dec 13, 2020
Episode 73 - Does your spending match your priorities?
Dec 06, 2020
Episode 72 - What is the difference between ETF's and Mutual Funds
Nov 29, 2020
Episode 71 - Happy Thanksgiving
Nov 22, 2020
Episode 70 - What is a Stock?
Nov 15, 2020
Episode 69 - What is a Bond?
Nov 08, 2020
Episode 68 - Promised Based vs Market Based Assets
Nov 01, 2020
Episode 67 - What investment decisions are you making emotionally?
Oct 25, 2020
Episode 66 - What are you using to objectively measure where you stand financially?
Oct 18, 2020
Episode 65 - What's in Your Portfolio?
Oct 11, 2020
Episode 64 - What Drives the Return in Your Portfolio?
Oct 04, 2020
Episode 63 - What's the Difference Between the Market and the Economy
Sep 27, 2020
Episode 62 - What are You Comparing Your Portfolio to?
Sep 20, 2020
Episode 61 - Strategies for College Planning
Sep 13, 2020
Episode 60 - Funding Vehicles for College Planning
Sep 06, 2020
Episode 59 - 3 Things More Important Than a 529 Plan
Aug 30, 2020
Episode 58 - Should I Refinance to Take Advantage of Low Rates?
Aug 23, 2020
Episode 57 - Not all debt is bad debt
Aug 16, 2020
Episode 56 - Your Employer Suspended your 401K Match, Now What?
Aug 09, 2020
Episode 55 - Implementing a Financial Wellness Program
Aug 02, 2020
Episode 54 - Why Hire an Advisor
Jul 26, 2020
Episode 53 - Thinking of Investing during a Market Downturn
Jul 19, 2020
Episode 52 - Are you Afraid you will never be able to retire?
Jul 12, 2020
Episode 51 - How much income protection do you need?
Jul 05, 2020
Episode 50 - What's your financial blueprint?
Jun 28, 2020
Episode 49 - Basics of Financial Planning
Jun 21, 2020
Episode 48 - Do You have a financial quarterback?
Jun 14, 2020
Episode 47 - Have a good life now and a better life later part 2
Jun 07, 2020
Episode 46 - Art of People - Interview with Best Selling Author Dave Kerpen
May 31, 2020
Episode 45 - Have a good life now and a better life later
May 24, 2020
Episode 44 - Do you have assets that aren't being affected by market volatility? part 2
May 17, 2020
Episode 43 - Do you have assets that aren't being affected by market volatility
May 10, 2020
Episode 42 - Interview with Nicolas Cole
May 03, 2020
Episode 41 - Interview with Chris Burgess
Apr 26, 2020
Episode 40 - What's holding you back? Interview with Bennie Fowler
Apr 19, 2020
Episode 39 - Rules of Investing
Apr 12, 2020
Episode 38 - Financial Literacy with Ryan Harris
Apr 05, 2020
Episode 37 - How do you create income in retirement part 4
Mar 29, 2020
Episode 36 - How do you create income in retirement part 3
Mar 23, 2020
Episode 35 - How to create income in retirement part 2
Mar 15, 2020
Episode 34 - How do you create income in retirement part 1
Mar 08, 2020
Episode 33 - Roth, to convert or not convert
Mar 01, 2020
Episode 32 - 5 ways to talk to your parents about money
Feb 23, 2020
Episode 31 - Why you should care about taxes in retirement Now
Feb 16, 2020
Episode 30 - 7 Biggest Financial Mistakes Part 2
Feb 09, 2020
Episode 29 - 7 Biggest Financial Mistakes Part 1
Feb 02, 2020
Episode 28 - How to talk to your kids about money
Jan 26, 2020
Episode 27 - Different Methods of College Planning
Jan 19, 2020
Episode 26 - What can you learn from the FIRE movement
Jan 12, 2020
Episode 25 - Chatting with your spouse about money part 2
Jan 05, 2020
Episode 24 - Struggling to find time to talk about money with your spouse
Dec 29, 2019
Episode 23 - Understanding home and auto insurance-Interview with Charles Lindberg
Dec 22, 2019
Episode 22- Do you have a will set up yet? Interview with Jenny Ling
Dec 15, 2019
Episode 21 - Our top 4 tips to prevent holiday over-spending
Dec 08, 2019
Episode 20 - The basics of life insurance
Dec 01, 2019
Episode 019 - What does your group long term disability policy not cover
Nov 24, 2019
Episode 18 - Student loan debt? Joe McGrath Interview
Nov 17, 2019
Episode 17 - Realities of Retirement Part 2
Nov 10, 2019
Episode 16 - Realities of Retirement
Nov 03, 2019
Episode 015 - What is the difference between actual and average rate of return?
Oct 27, 2019
Episode 014 - What do we mean by cash-flow?
Oct 20, 2019
Episode 013 - Should you overpay on your mortgage
Oct 13, 2019
Episode 012 - Are your beneficiaries in order?
Oct 06, 2019
Episode 011 - Top Five Financial Mistakes
Sep 29, 2019
Episode 010- What's an Annuity
Sep 22, 2019
Episode 009 - Standard Deviations and Emotions
Sep 15, 2019
Episode 008- Introduction to Investing
Sep 08, 2019
Episode 007 - Savings Rate Vs Rate of Return
Sep 01, 2019
Episode 006 - When should you start to work with financial advisor?
Aug 25, 2019
Episode 005 - Buying a home? Refinancing? Nick Wilson Interview
Aug 18, 2019
Episode 004 - Growing Your Wealth
Aug 12, 2019
Episode 3 - What are my financial priorities?
Jul 29, 2019
Episode 002 - What do I do with my bonus or RSU?
Jul 29, 2019
Episode 1 - Introduction to Beer and Money
Jul 29, 2019